Weekly Theme Wrap (Jun 8 – Jun 12)

June 12, 2026 · #Semiconductor Equipment #Semiconductor Materials & Components #HBM (High Bandwidth Memory) #Semiconductor Majors (Fabrication) #Semiconductor Substrates (FC-BGA, MLB) #SOCAMM Memory Modules #PCB & Flexible PCB #Solar #Music & Entertainment #Space & Aerospace (Nuri Rocket, Satellites)

5 trading days · top 10 themes — most persistent is Semiconductor Equipment at 3 days (weekly avg. +21.8%). Best single day this week: Jun 12, +23.4%.

Trading days5d Most days strong3d weekly avg.+21.8% LeaderWonik IPS

Average change over the period

Average change of member stocks, by theme · descending
Semiconductor Equipment
+21.8%
Semiconductor Materials & Components
+17.4%
HBM (High Bandwidth Memory)
+16.0%
Semiconductor Majors (Fabrication)
+6.7%
Semiconductor Substrates (FC-BGA, MLB)
+12.0%
SOCAMM Memory Modules
+10.6%
PCB & Flexible PCB
+9.6%
Solar
+8.4%
Music & Entertainment
+8.1%
Space & Aerospace (Nuri Rocket, Satellites)
+7.8%

Chip-related themes dominated the week of Jun 8 to Jun 12. Semiconductor Equipment led with an average change of 21.81%, and its best day was 23.39% on Jun 12.

Semiconductor Materials & Components averaged 17.36% and HBM (High Bandwidth Memory) averaged 16.02%. Both were strong on 3 days, as was Semiconductor Majors (Fabrication).

Outside chips, Solar averaged 8.38%, Music & Entertainment 8.05% and Space & Aerospace (Nuri Rocket, Satellites) 7.84%. Each was strong on 2 days.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Semiconductor Equipment3d+21.8%2026-06-12 (+23.4%)runningWonik IPS, KoMi, Techwing
Semiconductor Materials & Components3d+17.4%2026-06-12 (+17.8%)runningSoulbrain, MKElectron, Tiger Elec
HBM (High Bandwidth Memory)3d+16.0%2026-06-09 (+17.3%)runningISC, MKElectron, Techwing
Semiconductor Majors (Fabrication)3d+6.7%2026-06-09 (+10.7%)runningDB HiTek, SK hynix
Semiconductor Substrates (FC-BGA, MLB)2d+12.0%2026-06-11 (+12.7%)recurredSamsung Electro-mechanics, Simmtech
SOCAMM Memory Modules2d+10.6%2026-06-09 (+12.7%)recurredISC, Tfe
PCB & Flexible PCB2d+9.6%2026-06-11 (+12.4%)runningLotte Energy Materials, Simmtech
Solar2d+8.4%2026-06-09 (+9.1%)runningSK eternix, UniTest
Music & Entertainment2d+8.1%2026-06-11 (+9.9%)recurredSM Entertainment, Cube Entertainment
Space & Aerospace (Nuri Rocket, Satellites)2d+7.8%2026-06-09 (+8.0%)recurredGreen Optics, KP Aero Industries

What to Watch Next Week

How far the chip rally spreads is the thread to follow. HBM (High Bandwidth Memory) and Semiconductor Equipment were both tagged running at week’s end, and Techwing was a leader in both.

Semiconductor Substrates (FC-BGA, MLB) and SOCAMM Memory Modules were marked recurred, with best days of 12.69% and 12.67%. Whether they come back again is the open question.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
06-0806-0906-1006-1106-12
Semiconductor Equipment+22.2+19.8+23.4
Semiconductor Materials & Components+17.7+16.6+17.8
HBM (High Bandwidth Memory)+17.3+15.7+15.1
Semiconductor Majors (Fabrication)+10.7+1.8+7.5
Semiconductor Substrates (FC-BGA, MLB)+11.4+12.7
SOCAMM Memory Modules+12.7+8.5
PCB & Flexible PCB+12.4+6.7
Solar+9.1+7.6
Music & Entertainment+6.2+9.9
Space & Aerospace (Nuri Rocket, Satellites)+8.0+7.7
Down UpBlank = not in that day's strong list